Cwm LLC Acquires 247 Shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV)

Cwm LLC increased its position in shares of iShares Morningstar Small-Cap Value ETF (NYSEARCA:ISCV) by 6.7% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 3,942 shares of the company’s stock after buying an additional 247 shares during the quarter. Cwm LLC owned about 0.06% of iShares Morningstar Small-Cap Value ETF worth $234,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Cambridge Investment Research Advisors Inc. increased its holdings in iShares Morningstar Small-Cap Value ETF by 2.2% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 34,891 shares of the company’s stock worth $2,069,000 after purchasing an additional 735 shares in the last quarter. Bank of America Corp DE increased its holdings in iShares Morningstar Small-Cap Value ETF by 0.5% during the 4th quarter. Bank of America Corp DE now owns 156,302 shares of the company’s stock worth $9,911,000 after purchasing an additional 738 shares in the last quarter. Ameriprise Financial Inc. increased its holdings in iShares Morningstar Small-Cap Value ETF by 2.0% during the 4th quarter. Ameriprise Financial Inc. now owns 38,566 shares of the company’s stock worth $2,445,000 after purchasing an additional 766 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its holdings in iShares Morningstar Small-Cap Value ETF by 8.5% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 9,765 shares of the company’s stock worth $619,000 after purchasing an additional 765 shares in the last quarter. Finally, JPMorgan Chase & Co. grew its holdings in shares of iShares Morningstar Small-Cap Value ETF by 6.7% in the fourth quarter. JPMorgan Chase & Co. now owns 42,750 shares of the company’s stock valued at $2,711,000 after acquiring an additional 2,679 shares in the last quarter.

iShares Morningstar Small-Cap Value ETF Stock Up 0.2%

ISCV stock opened at $64.43 on Friday. The firm has a market cap of $499.33 million, a PE ratio of 13.52 and a beta of 1.25. The business has a 50 day moving average of $61.53 and a 200-day moving average of $60.82. iShares Morningstar Small-Cap Value ETF has a 12-month low of $50.53 and a 12-month high of $70.13.

About iShares Morningstar Small-Cap Value ETF

The iShares Morningstar Small-Cap Value ETF (ISCV) is an exchange-traded fund that mostly invests in small-cap stocks. The fund tracks a market-cap-weighted index of US small-cap value stocks. The index selects stocks from 90-99.5% of market cap that fall into Morningstar’s value style categorization.